Geometric Wealth Advisors Dimensional ETF Tr Call Options Transaction History

Geometric Wealth Advisors

$518 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAX

# of Institutions

513

Shares Held

221M

Call Options Held

0

Put Options Held

0

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$283 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$229 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$189 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$144 Million
0.23% of portfolio
Monograph Wealth Advisors, LLC

5.63M
Shares

$142 Million
20.94% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.